Valued Retirements, Inc. Vanguard Dividend Appreciation Transaction History

Valued Retirements, Inc.

$76.1 Billion
Q1 2025

A detailed history of Valued Retirements, Inc. transactions in Vanguard Dividend Appreciation stock. As of the latest transaction made, Valued Retirements, Inc. holds 4,107 shares of VIG stock, worth $748,090. This represents 1.05% of its overall portfolio holdings.

Number of Shares

4,107

Previous 4,102 0.12%

Holding current value

$748,090

Previous $803 Million 0.82%

% of portfolio

1.05%

Previous 1.08%

6 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 May 07, 2025	BUY	N/A	5 Added 0.12%	4,107 $797 Million
Q4 2024 Feb 10, 2025	BUY	N/A	74 Added 1.84%	4,102 $803 Million
Q3 2024 Nov 14, 2024	BUY	$182.15 - $182.15 $733,700 - $733,700	4,028 New	4,028 $798 Million
Q2 2024 Nov 18, 2024	SELL	$173.33 - $185.29 $36,052 - $38,540	-208 Reduced 5.16%	3,820 $697 Million
Q1 2024 Nov 18, 2024	SELL	$168.47 - $182.98 $36,389 - $39,523	-216 Reduced 5.36%	3,812 $696 Million
Q4 2023 Nov 18, 2024	SELL	$150.16 - $171.16 $57,210 - $65,211	-381 Reduced 9.46%	3,647 $621 Million

Others Institutions Holding VIG

# of Institutions

2,540

Shares Held

218M

Call Options Held

615K

Put Options Held

134K

View Full List

About VANGUARD DIVIDEND APPRECIATION

Ticker VIG
Sector ETFs
Industry ETFs

More about VIG

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Valued Retirements, Inc., based on Form 13F filings with the SEC.

News

Stay updated on Valued Retirements, Inc. with notifications on news.

Account

Valued Retirements, Inc. Vanguard Dividend Appreciation Transaction History